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CII R06 Exam: Financial Planning Practice

The CII’s R06 exam forms part of the Diploma in Regulated Financial Planning. The exam is based on two case studies.

The exam syllabus covers the obtaining of client information and understanding of their aims, objectives and risk profile, the conducting of a fact-find, the analysis of client data, the formulation of a financial plan and the making of recommendations, and the monitoring of client circumstances.

Our learning resources

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Past Analyses from earlier exam sittings

Full detailed analysis of the case studies issued by the CII for earlier exams plus types of questions and examiner’s comments, exam technique and past paper analysis and generic questions including product areas and technical knowledge.

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Analysis for the April 2020 exam sitting

Full detailed analysis of the case studies issued by the CII for the next exam sitting plus types of questions and examiner’s comments, exam technique, past paper analysis and generic questions including product areas and technical knowledge.

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Calculation Workbook

Focussing on the calculations within the exam syllabus, the calculation workbook provides calculation questions with full step-by-step answers, detailed explanations and cross-references to the relevant CII study text.

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Study Notes

Consider our study notes your condensed and more focussed take on the CII’s exam syllabus and learning outcomes. They put the exam syllabus into a sensible order and come with self-test questions.

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    Giovanni ManigliaGiovanni ManigliaWealth Management Adviser, Lloyds TSB, Bristol
  • "I have used Brand Financial Training for many of my CF & R0 exams. Each module has done exactly what it days on the tin, and it helps you pass your exams. The material is very detailed, but not to the point it's overwhelming. It complements the CII coursework, but gives you a detailed understanding of the topics and puts your theory into practice. I have a 100% success rate so far, and I wouldn't hesitate to recommend the service to any of my colleagues or friends."
    Leanne TraceyLeanne TraceySenior Customer Consultant, Standard Life Direct
  • "I have always used Brand Financial Training for the papers and practice for the exams, and I would also say that probably due to Brand Financial I have passed every exam first time and also managed to achieve the Fellowship in good time (about 30 months from starting the diploma to finishing).  I have recommended you to all who wish to sit the exams in the future."
    Brian HemmingsBrian HemmingsChartered Financial Planner, GMB Portfolio Services Ltd, Edinburgh
  • "I have just passed my exam first time, once again, relying mainly on your study notes. The calculation workbook was very useful, helping me to understand and work through the calculations, as were the mock exams giving me practice for the exam itself. Thank you!"
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